首当其冲的是75万联邦雇员，简直是"躺着中枪"。有的人被迫停薪休假，房贷车贷压得喘不过气；有的人比如空中交通管制员，得无薪上班还 得扛着压力。更糟的是，专利局已经计划裁员1%，白宫还放话可能要大规模裁员，这哪是停摆，分明是砸人家饭碗啊。想起楼下开餐馆的大 叔说过，"一分钱难倒英雄汉"，这些雇员月底拿不到工资，家里的菜篮子都得空半截。 说到底，两党这出"拉锯战"更像场闹剧。共和党说民主党添乱，民主党骂共和党不负责，可谁都没真正盯着民生疾苦。政府就像个大家长，本 该好好管家，结果家长们吵得面红耳赤，把孩子扔在一边饿肚子。 希望两党能早点"各退一步海阔天空"，别让停摆变成"持久战"。毕竟政治归政治，饭碗、旅程、安全这些实实在在的日子，才是老百姓最该被 接住的东西啊。 比雇员更窝火的是游客们。华盛顿纪念碑、自由钟这些景点全关了门，法国来的马蒂娜夫妇兴冲冲来玩，结果只能对着关门告示叹气。有个学 校旅行团特意来国会参观，直接吃了"闭门羹"，孩子们的失望全写在脸上。史密森学会的博物馆靠去年的余钱撑到6号，之后也得歇业，这趟 美国之行算是留下了遗憾。 受牵连的还有天上飞的航班。联邦航空局1.1万人停薪休假，剩下的管制员本来就 ...

Group 1 - The total cross-regional population flow in China during the National Day and Mid-Autumn Festival holiday is expected to reach 299 million people, a year-on-year increase of 6.3% [3] - On October 4, the total cross-regional population flow was 30.129 million people, with a year-on-year increase of 6.1% [3] - The cumulative cross-regional population flow in the first half of the holiday reached approximately 1.243 billion people, with an average daily flow exceeding 310 million, indicating strong travel vitality [3] Group 2 - The Ministry of Foreign Affairs announced that Foreign Minister Wang Yi will visit Italy and Switzerland from October 7 to 12, 2023, to hold the 12th Joint Meeting of the China-Italy Government Committee and the fourth round of strategic dialogue with Switzerland [4] - The National Disaster Reduction Committee has initiated a Level 4 emergency response to address the severe impact of Typhoon "Maidum" on Guangdong and Hainan, allocating 200 million yuan for disaster recovery efforts [4][5] - The Ministry of Agriculture and Rural Affairs emphasized the importance of ensuring the timely harvest of autumn grain and the planting of winter wheat, as recent continuous rain has affected the harvest progress [5] Group 3 - Multiple domestic and foreign institutions remain optimistic about the Chinese stock market, with some suggesting that Hong Kong stocks may offer better investment opportunities compared to A-shares [6] - Private equity firms have expressed positive signals regarding the A-share market post-National Day, citing ample liquidity as a support for market continuation [6] - The trend of economic recovery is gradually unfolding, leading to increased confidence in future market performance [6] Group 4 - Shanghai received 15.1175 million tourists in the first four days of the National Day holiday, a year-on-year increase of 23.74%, with an average hotel occupancy rate of 64.7%, up 2 percentage points [7] - Airlines have optimized pricing strategies, leading to fewer instances of last-minute ticket price drops during the National Day holiday compared to previous peak travel seasons [7] - Hainan announced the suspension of the automobile replacement subsidy policy starting October 6, while other product subsidies will continue as per existing policies [7] Group 5 - China's dairy production capacity has significantly improved during the 14th Five-Year Plan period, with milk production expected to reach 40.79 million tons in 2024, an increase of 18.6% from 2020 [8] - The scale of dairy farming in China has increased, with the scale farming rate reaching 78% in 2024, up 6 percentage points from 2020 [8] - NVIDIA and Fujitsu have reached an agreement to jointly develop integrated AI infrastructure, focusing on industry-specific AI platforms for healthcare, manufacturing, and robotics [8] Group 6 - The latest LMArena ranking shows that the "Hunyuan Image 3.0" model ranks first among 26 models in user blind tests, recognized as the best comprehensive text-to-image model [9] - Xiaomi announced the official sale of the Xiaomi 17 series, which has seen a significant increase in sales compared to previous models, with total sales surpassing one million units shortly after launch [9] - CATL's second-phase project in Luoyang has commenced production, which will increase annual capacity by 30 GWh, following the first phase's production launch in November 2024 [9] Group 7 - Tesla's CEO Elon Musk released a video of the "Optimus" humanoid robot learning martial arts, indicating the company's efforts to scale up production of this product, which is expected to become a key offering [10] - Hon Hai (Foxconn) reported a record revenue of 837.1 billion New Taiwan dollars in September, marking a 38.01% month-on-month increase and a 14.19% year-on-year increase [10] - OpenAI is expected to launch new consumer-grade AI products during its developer day event on October 6, marking a significant shift towards a diversified product portfolio [10]

印度靛蓝航空（Indigo）率先重启赴华航班，宣布将于2025年10月26日恢复每日一班的加尔各答(CCU)至广州 （CAN）直飞航线。靛蓝航空将使用空客A320neo飞机执飞该航线，这将重新建立跨境贸易和战略商业合作的渠 道，并促进两国间的旅游业发展。 靛蓝航空是全球增长最快的航空公司之一，其拥有超过400架飞机，每日运营约2200多个航班，连接90多个国内目 的地和40多个国际目的地，于2024年引进了58架飞机，并在2025财年迎来了超过1.18亿名旅客。 南都记者了解到，在获得监管部门批准后，靛蓝航空还将尽快开通德里与广州之间的直飞航班。 采写：南都N视频记者 肖阳 据介绍，作为靛蓝航空全球快速扩张的一部分，恢复广州航线运营是在加强印度国际互联互通方面的一项重大进 展，并巩固了靛蓝航空扩大全球业务版图的承诺。 靛蓝航空首席执行官皮埃尔·埃尔伯斯表示："我们很高兴宣布恢复印度与中国大陆之间的每日直飞航班。我们为 能成为首批从印度两个航点恢复与中国直航连接的航空公司之一而感到自豪。这将再次实现人员、经贸、旅游等 方面的交流，同时也将加强这两个世界上人口最多、增长最快的经济体之间的双边关系。通过这一重要步骤 ...

Core Viewpoint - The aviation sector in Hong Kong and mainland China has underperformed the market this year due to cost pressures, intensified competition, and weak pricing power, leading to profit constraints. Recent stock price rebounds are attributed to strong travel demand expectations for the October Golden Week and price stabilization, but the sustainability of this momentum remains uncertain as the industry approaches the off-peak season [1] Industry Summary - The aviation sector is facing challenges from cost pressures and competition, which have negatively impacted profitability [1] - Regulatory measures aimed at reducing competition have had limited effects on improving pricing levels [1] - The forecast for ticket prices remains flat from 2025 to 2027, reflecting weak economic conditions and the continued impact of high-speed rail on demand [1] Company Summary - Morgan Stanley favors Spring Airlines (601021.SH) and China Eastern Airlines (00670)(600115.SH) as the top picks, followed by Cathay Pacific (00293) and Air China (00753)(601111.SH), while China Southern Airlines (01055)(600029.SH) is viewed less favorably [1] - Cathay Pacific's rating has been upgraded to "Neutral," with a target price increase from HKD 8.2 to HKD 9.1 due to an attractive dividend yield exceeding 6% [1] - China Eastern Airlines has seen its A-share rating upgraded to "Buy," with a target price raised from RMB 4.1 to RMB 5, as the company focuses on passenger services after divesting its cargo business [1] - Spring Airlines maintains a "Buy" rating, with a target price increase from RMB 63 to RMB 65, benefiting from the strong recovery in domestic tourism [1]

Core Points - The U.S. federal government has entered a "shutdown" due to the Senate's failure to pass a temporary funding bill, affecting approximately 750,000 federal employees who are forced into unpaid leave, disrupting various public services and tourist activities [1][2][3] Group 1: Impact on Federal Employees - About 750,000 federal employees are on unpaid leave, while military and border patrol personnel are working without pay [2] - The U.S. Vice President warned that prolonged shutdown could lead to layoffs, with the White House spokesperson indicating that federal layoffs are likely to occur soon [2][3] - The U.S. Commerce Department plans to cut 1% of its 14,000 employees due to the shutdown [3] Group 2: Effects on Tourism and Public Services - Many tourist attractions are closed, disrupting travel plans for visitors, with iconic sites like the Washington Monument and the Capitol Visitor Center shutting down [4][5] - The National Park Service has placed about two-thirds of its employees on unpaid leave, affecting over 400 sites, although some areas may remain open with limited access [4][5] Group 3: Consequences for the Aviation Industry - The aviation sector is under pressure, with over 11,000 of the 44,000 Federal Aviation Administration employees on unpaid leave, leading to potential delays and cancellations of flights [6][7] - The current staffing levels for air traffic controllers are at a historic low, exacerbating the challenges faced by the aviation safety system [7]

从中文标识、支付便利化以及客服培训等，到韩国的航司、商场、景点、餐饮机构都已全力以赴准备迎 接中国游客。 据央视新闻消息，韩国政府9月29日起面向中国团体游客试行免签入境政策，直到明年6月30日。 免签政策试行期间，中国三人以上团体游客可免签入境韩国并停留15天。济州地区与此前相同，个人和 团体游客均可免签入境并停留30天。 在此次新规实施前，韩国对中国游客的免签仅适用于特定条件，比如济州道旅游、过境免签、青少年修 学旅行团等。"旅游是理解和尊重不同文化的最有力桥梁。自9月29日起实施对中国团体游客的免签政 策，呼吁韩国民众以亲切、体贴和成熟的公民意识共同践行好客之道。"韩国国务总理金民锡近日表 示。 韩国韩中联合会会长朴胜赞在接受第一财经采访时表示，新政首先说明李在明新政府有意改善中韩关 系，去年底中国方面对符合免签条件的韩国普通民众访华已试行了免签政策，（韩国）政府最新在签证 政策方面的调整是对中方善意的回应。其次，此举对提振市场有积极效果。 朴胜赞还认为，10月韩国还将举办亚太经合组织（APEC）会议，结合签证政策调整等积极措施，中韩 两国的宏观环境将显著改善，相信后续产业合作、民间交流等微观层面的合作 ...

Core Viewpoint - The Chinese aviation industry is expected to enter a "super cycle," with favorable conditions already in place, including market-driven ticket pricing and improved passenger load factors [1] Group 1: Industry Outlook - The aviation industry in China is experiencing a gradual recovery in supply and demand, with current passenger load factors exceeding those of 2019 and ranking among the highest globally [1] - If the recovery in business travel demand continues, the profitability of airlines is projected to significantly improve and become sustainable [1] Group 2: Supply and Demand Dynamics - The supply side is characterized by a slowdown in the introduction of new aircraft and an increase in the utilization rate of existing planes, leading to a gradual decline in capacity growth [1] - On the demand side, resilience in business travel and strong performance in personal travel, along with the ongoing development of the silver economy, are expected to sustain growth in aviation demand [1] Group 3: Pricing and Regulatory Environment - The high passenger load factors, combined with strengthened price regulation by the Civil Aviation Administration, provide a solid foundation for ticket price increases [1] - The cyclical effects of volume and price in civil aviation are becoming increasingly evident, with expectations for ticket prices to recover due to high load factors and industry initiatives to reduce competition [1] Group 4: Macroeconomic Factors - The ongoing bull market and improving economic expectations are anticipated to boost business travel and tourism consumption, which will positively impact the fundamentals of airlines, particularly ticket pricing and profitability [1]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) 格隆汇9月28日｜国务院国资委副秘书长李冰9月27日在委内会见空中客车公司企业资讯及公司事务执行 副总裁朱莉。李冰对朱莉一行的到访表示欢迎。 他表示，近年来中法关系一直保持着高水平发展，中 法企业合作不断迈上新台阶。国资央企正积极与包括空中客车公司在内的知名跨国公司强化合作，希望 双方发挥各自比较优势，拓展科技创新、供应链管理、绿色低碳等领域合作，加强产业协同，更好地服 务全球市场。朱莉高度评价中央企业取得的发展成就。 她表示，中国拥有超大规模市场优势，空中客 车公司与中国中央企业在航空业绿色低碳和可持续发展等方面合作潜力巨大，愿进一步深化合作，携手 推动全球航空业高质量发展，实现互利共赢。 ...

Core Viewpoint - The U.S. has implemented a new policy targeting China's shipbuilding industry, imposing additional service fees on Chinese-built ships entering U.S. ports, aiming to curb China's dominance in shipbuilding and support its own shipyards [2][3]. Group 1: U.S. Policy and Its Implications - The U.S. Trade Representative's office announced a policy on February 21, 2025, requiring additional fees for Chinese-built ships, starting from October 14, with fees set at $50 per ton for Chinese ships and $18 per ton or $120 per container for non-Chinese ships [2]. - The policy stems from a Section 301 investigation initiated on April 17, 2024, which highlighted China's subsidies and market practices, leading to significant cost increases for Chinese ships entering U.S. ports [3]. - The average cost for a large Chinese-built ship could double, resulting in an increase of $200 per TEU (Twenty-foot Equivalent Unit) for shipping costs, which poses challenges for global trade [3]. Group 2: China's Shipbuilding Industry Performance - China's shipbuilding industry has been performing exceptionally well, with a completion rate of 55.7% of global shipbuilding, 74.1% of new orders, and 63.1% of hand-held orders as of January 16, 2024 [5]. - China leads in 14 out of 18 major ship types, including bulk carriers, oil tankers, and container ships, and has captured over 70% of global orders for green ships in the first three quarters of 2024 [5]. Group 3: Impact on Global Shipping and Competitors - Following the U.S. policy announcement, Chinese ship orders plummeted, with Norwegian and European shipping giants redirecting 30% of their orders to South Korean shipyards, which are now benefiting from the situation [6]. - South Korean shipyards, such as Hyundai Heavy Industries and Samsung Heavy Industries, have introduced "zero-risk compensation clauses" to attract clients and have seen a 25% increase in order tonnage by July [6]. - The global shipping chain has been disrupted, leading to increased shipping costs for high-value goods and a significant drop in shipping stocks on Wall Street [9]. Group 4: China's Countermeasures - In response to the U.S. policy, China has initiated reciprocal measures, including additional fees on Boeing aircraft entering Chinese ports and antitrust investigations into Qualcomm, impacting U.S. companies heavily reliant on the Chinese market [11]. - Chinese shipyards are upgrading their equipment and improving efficiency to capture markets in Southeast Asia and India, maintaining their leading position in global orders [11]. Group 5: Long-term Industry Dynamics - The ongoing trade conflict represents a struggle for global maritime influence, with shipping accounting for over 90% of world trade, and future trends leaning towards green transformation and digitalization [12]. - Despite U.S. efforts to regain its shipbuilding industry, analysts suggest that China's market share will remain above 60%, as the resilience of its industrial chain and international cooperation will enable it to adapt [12][14].

新西兰一机场突发紧急状况：澳航航班惊险着陆 中新网9月26日电 据新西兰中华新闻通讯社报道，当地时间9月26日，一架从澳大利亚飞往新西兰奥克 兰的航班在降落过程中发出"Mayday"紧急信号，最终飞机安全着陆，机上156名乘客已被安全疏散。 据报道，该航班来自澳大利亚航空公司(Qantas)，自澳大利亚悉尼起飞，在飞行约一小时后，机组发现 前货舱火警指示灯间断闪烁，于是发出"Mayday"紧急信号。 澳大利亚航空一位发言人表示，机组已按标准程序通报相关部门，并在降落后将航班移至偏远停机区域 接受技术检查。初步调查显示，前货舱并未发生明火。 机场工作人员称，事件发生时，入境航站楼内局面一度颇为混乱。 部分乘客表示，机组曾报告"仪表板上有热量警示灯闪烁"，机组随后中断机上餐饮服务。有乘客回忆 道："我们有点紧张，但飞机已经临近目的地，因此乘客整体情绪稳定。" 目前，澳大利亚航空正组织工程师队伍对该架飞机进行彻底检查，以查明"货舱火警指示灯闪烁"背后具 体原因。 来源：中国新闻网 编辑：万可义 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转 ...